Post estimate (class form) [AX 2012]

Updated: August 27, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Periodic > Estimates > Post estimates.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open the Fixed-price or Investment project that you want to attach to a different Estimate project. On the Manage tab, in the Process group, click Estimates. In the Estimate form, create or select an estimate, and then click Post on the menu bar.

Use this form to post to the general ledger all estimates that have been assigned the same period code, and that were created in the same estimate period.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

View specific information for the estimate that is selected for posting.

Batch

Enter information in the appropriate fields to set up the report as a batch job.

Button

Description

Select

Open a query, and select the data to include. View the data selections in the Select query.

Recurrence

Change the start time and start date of the batch job, or set up a recurring batch.

Alerts

Open the Set up alerts for batch jobs form, where you can select which alerts to receive about this batch job.

Field

Description

Period code

Select the code for the period type for which to post estimates, such as a payroll period, week, or month.

Estimate date

Select the estimate date for the project.

Print estimate list

Select the information to include when the project list is printed.

Show Infolog

Select this check box to display the Infolog.

Posting date

Enter the posting date of the project.

Post with warnings

Select this check box if you want Microsoft Dynamics AX to post estimates even when warning messages are generated for the estimate.

NoteNote

This option is available only for an estimate that has been created directly from an Estimate project. It is not available for periodic estimate postings.

Transaction date

The posting date when the company gains knowledge of the transaction.

NoteNote

This control is available only when the legal entity's primary address is in Italy, and when the Transaction date reference to competence date check box is selected in the General ledger parameters form.

Batch processing

Select this checkbox to run the job as a batch job. If the check box is cleared, Microsoft Dynamics AX generates transaction summaries when you click OK in this form.

Caption

Enter an identifier for the batch job.

Batch group

Select a batch group to use for the job.

Private

Select this check box if the job is private. A private batch job can be executed only by the user who submitted the job. By making a job private, you prevent other users from viewing details and data about the job.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

Show: